First, install the Reporting Server for CRM. After creating the reporting instance, install the CRM Reporting Extensions. Be aware, that after the installation, you have to restart the reporting server.

After the installation, open the reporting services configuration manager, connect to the created instance and follow the navigation on the left.

After adding the necessary information like service account and database you can check, if everything is running correct. Therefore navigate to “web service url” and open the displayed url with a click on it.

Open the ReportServer Webservice URL and check, if the default page is displayed. On this page you will see a listing of all directories. Each directory represents on CRM Organisation.

Also open the Report Manager URL. There you will see the same folders as in the “Report Server Web Service Url” page, but with additional options.

Navigate in the top menu to “Sitesettings”, then to “Security” and check, if the user, which is used in CRM as your administrator, has the access rights. Otherwise add the user with “System Administrator” to the security role.

Navigate back to the starting page and click “Folder settings”. Check if the CRM administrator user has the rights to access the folders.

If you are using the outlook app for dynamics 365 you have to check your pre-requirements (MS Docs). After a successful setup, you open your app in the outlook and track an item. There you’ll find a ‘+’, that indicated, that you can track you item to a new entity record (an contact for example). […]

After a default installation of CRM, there is a business process flow (BPF) named Lead to Opportunity Sales Process. This BPF is enabled by default and used the internal name leadtoopportunitysalesprocess. You can disable this BPF, but keep in mind, that this BPF is important to set the Qualifying Opportunity. After qualifying a lead, this […]

Since a few days, there is a new update available on the Microsoft site. The new fixes and information is already online since more than a week, but the download link was referring to the old update and afterwards to a generic site. Today, the link is referring to the correct download page. […]

Today I tried to reactivate a lead in our crm system, but that failed with an error based on the checks in my onSave() function in my custom javascript. Therefore I was digging around and found out, that reactivating calls the onSave-function with additional information. In my case, the most important property is the saveMode […]